Firms by custodian
Registered investment advisers that custody at American Trust
Search the full directory by firm name, city, state, CRD number or custodian.
3 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| High Probability Advisors | Pittsford, NY | $1.05B |
| Elliott Cove Capital Management | Seattle, WA | $348M |
| 4Wealth Advisors | Burr Ridge, IL | $275M |
- Headquarters
- Pittsford, NY
- Regulatory AUM
- $1.05B
- Headquarters
- Seattle, WA
- Regulatory AUM
- $348M
- Headquarters
- Burr Ridge, IL
- Regulatory AUM
- $275M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming American Trust here says only what the filing says, and implies nothing about either firm's service.